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Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: $106.9800 on 2014-10-30 20:53:45

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Date Signal Expert Opinion Price
2014-10-30 BUY Paul Harris, CFA

A great company that has done incredibly well over the last little while. About 55% of their revenue comes from one product, the iPhone. With the bigger phone, it is going to eat away at the iPad business. The last thing they have been doing is financial engineering by buying back more shares, paying a bigger dividend, etc. The phone is really the thing that drives this company. It is probably more in a slow growth phase.


Price:
$106.980
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Unknown
2014-10-29 BUY John Stephenson

Today's short-term reversal has more to do with the upcoming Fed announcement. It has had a good run as of late. He likes this and just bought some. Feels it is worth significantly more. The ecosystem works phenomenally, i.e., once you have one product, the other products work seamlessly.


Price:
$107.340
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-16 HOLD Stan Wong

Trading at about 15X near market valuations, but better than the market growth rate. Still a pretty good name. Trading at under 1.0 PEG ratio, which is pretty cheap. Thinks the valuations are getting more normalized at this point.


Price:
$96.260
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 PAST TOP PICK Barry Schwartz

A Top Pick Nov 28/13. Up 27.14%.) Doesn’t think the iPad is the real mover of the company. He still thinks it is the iPhone. Valuation ex-cash is still cheap.


Price:
$97.540
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-14 TOP PICK Bruce Tatters

Valuation, net of cash, is about 11 times. This compares against the market of about 14 times. Thinks you could easily see 20%-25% earnings growth over the next year. When you see a company trading at 30%-35% discount to the market, with double its growth, this is quality on sale.


Price:
$98.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-10-07 WATCH Christine Poole

She is not thinking of adding this to her portfolios as it has had a nice run into their product announcements. It will probably have a pretty healthy holiday season and it is launching in China now. She would wait for it to pull back closer to its 200 day moving average of $86.72.


Price:
$98.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-09-30 BUY Gordon Reid

A very good hold.  Don’t sell it to buy something else.  It continues to be very attractive.  They have overcome some of their issues like innovation.  They are convincing the street there is innovation in their future.  The watch will get some traction as a category in sensory items.  The bill payment system will be a very big area of Apple’s future.  The phone is a refresh item, but a big source of cash flow with sales of a 100 million units.  A very bright future.  The other side is their capital allocation policy.  It is going to share buy backs.  He, however, likes it.


Price:
$100.750
Subject:
US EQUITIES
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-09-29 DON'T BUY Norman Levine

Steve Jobs was the heart and soul so when he died it did not remain the same company.


Price:
$100.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-29 DON'T BUY Patrick Horan

Double Dutch Irish tax scheme.  It allows them to shelter their revenues through Ireland.  If the worst came to the worst they might have to restructure.  He would not get too shaken out on the stock based on this.  His problem is that most of their business is the iPhone.  It is very fat for them.  He does not see them growing around the world from here.  He also sees competition from guys with razor thin margins.  Everything they are doing speaks for consumerism and not technology.  If they continue to raise their dividend the stock could still work.


Price:
$100.110
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Unknown
2014-09-19 COMMENT John Stephenson

If you own, you’ve had a good run and would be probably wise to trim a little bit. However, overall, looking at the technology space, this looks really good. They do 2 things primarily. Produces consumers’ products, but also has the operating system which you can use across your iPad, iPhone, etc. Thinks they have a lot of leverage that they are starting to pull. Valuation is not ridiculous and they have a lot of cash.


Price:
$100.960
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-09-17 HOLD Christine Hughes

In terms of the area of the market that this is in, NASDAQ has proven itself over the last several months to continue to be the leader through this mid-cycle turn. The sector has a lot of things going for it. The refresh for Apple is going extremely well. If you own, she would continue to ride it.


Price:
$101.580
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-09-16 TOP PICK John O'Connell, CFA

Thinks the new watch is going to be amazing because he thinks it is going to be part of the whole point of sale transaction. It’s on your body and the biometrics is going to work and will just scan your watch when you walk out of the store. Feels the company is transforming the whole shopping experience. The ApplePay is a really, really big deal and the watch is going to sync with that.


Price:
$100.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-12 HOLD Bruce Campbell (1)

At this price, you are paying only about 15X earnings. If you think they have growth above average, seasonally this is one you want to own as they are going to sell a lot of new phones, etc. and you will have a good quarter. He is seeing Wall Street targets in the $110 range, which is 10%, making it still worth holding. If you are back at $90, you would feel a lot more excited.


Price:
$101.660
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-11 COMMENT Teal Linde

He’d be a trader.  iPhone is 70% of their revenue.  There is a lot of hype around new product launches.  Thinks the iPhone 6 will be the largest launch in its history.  A lot of users have been waiting for a bigger screen.  A lot of people will upgrade, but he can’t see what they do after this.


Price:
$101.430
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-09-09 BUY David Burrows

Apple’s New Product Event: Ultimately, what Apple is trying to do, is to re-establish some growth in the business. They have a history of trading up into these events and then back off a little afterwards. It will really depend on what they come out with. There are high expectations for some new products. Payments could potentially be quite interesting, depending on how the business model works. This is something that a lot of companies have been trying to do, and Apple probably has a critical mass to drive. He would expect them to deliver some very great products. An investment in this company is just an investment in some very secular long-term themes towards wearables, wireless data, etc. Stock has been behaving well into the news and is in a strong sector.


Price:
$97.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-08-29 PARTIAL SELL Jennifer Radman

She tends to avoid the consumer products side on hardware electronics. This company has done a phenomenal job. She is always afraid of how quick consumers are to change their minds, and to go after new things. If you own, she would consider trimming back and getting out of the holding. 


Price:
$102.500
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-08-28 SELL Darren Sissons

Sep 9th is perhaps the day they have an announcement of a new iPhone.  The challenge is the price.  There is a challenge to sell a $600 phone to people in China.  What is left in the company to drive them to a higher value? 


Price:
$102.250
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 PAST TOP PICK Don Lato

(A Top Pick Aug 26/13. Up 45.52%.) Thinks Sept 9 is going to be a big deal. We are going to see some new products and are also going to see a new business or two. Thinks they still have the brightest and best research department in all of technology. Had more cash allocated to research over the last 2-3 years. If you don’t own, he would buy half now and half after Sept 9th.


Price:
$102.250
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 BUY Gordon Reid

He has been a long time holder of this stock. Even though it is at an all-time high, if you look at the fundamentals it is not expensive. They are spinning off a tremendous amount of cash. Post Steve Jobs they have done a 180 in terms of capital allocation. Very, very shareholder friendly by buying back shares at a rate of about 6% float per year. This is an all round good investment.


Price:
$100.570
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-15 TOP PICK Brian Acker, CA

The 7 for 1 stock split was surprising, and actually increases his FMV of his model price. Currently at $97.50 and his model price is $112.75, a 15%-16% upside. Sept 9 is the new product rollout of the iPhone 6 and maybe the iwatch. Yield of 1.93%.


Price:
$97.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-14 COMMENT Paul Harris, CFA

Can’t disagree that they have great products and that they have executed incredibly well. Not an expensive stock. Make almost 40%-50% of their revenue from one product, the smart phone. Have not come out with any game changers for the last little while. Unless they come out with some game changing it is much more financial engineering they are doing, such as buying back stock and increasing their dividend.


Price:
$97.500
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
No
2014-08-13 BUY on WEAKNESS John Wilson

This is a very event driven name. Tends to trade off around the time of a product release cycle, which always represents a great opportunity. Among the cheapest large caps given the cash on the balance sheet. Doesn’t think $120 as a target in 1-2 years is out of line.


Price:
$97.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-01 COMMENT Norman Levine

Not a fan of this company. The old Apple under Steve Jobs was a revolutionary company. Under current management, it is an evolutionary company. The hand set business is a lousy business and has been so from day one.


Price:
$96.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2014-07-24 TOP PICK David Burrows

Sometimes it is hard to stick with what is working.  Just about to release a new iPhone.  There is growth in the BRIC countries.  They have the watch device. There is a JV to provide enterprise services.  It is behaving very well and has strong dividend growth and strong free cash flow.  Great balance sheet.


Price:
$97.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 PAST TOP PICK Gordon Reid

(A Top Pick July 17/13. Up 61.67%.) Had a 7 for 1 stock split. Thinks the market has refocused. Has gone from euphoria when the iPhones were being introduced, followed by the doldrums when people were pricing the company for extinction. We are now moving back towards the euphoria phase with a new product cycle that is about to hit us. There will probably be an iWatch. Have returned $78 billion to shareholders in the last 1.5 years. Have another $50 billion or so, to satisfy their commitment. Thinks the stock can go higher from here. Still represents excellent value.


Price:
$97.030
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-07-23 BUY on WEAKNESS Stan Wong

We are now looking at 1.25X PEG ratio, which is not expensive, but not cheap anymore either. Not sure if you should make a new purchase at this time. He would wait for a pullback.


Price:
$97.190
Subject:
NORTH AMERICAN & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-10 TOP PICK Zachary Curry

Really positive on the stock. The split is helpful. New phone and potential new products. Generally thinks it is due for a good refresh cycle. Great balance sheet.


Price:
$95.035
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-08 BUY on WEAKNESS Christine Poole

She got out of it because the handset business was commoditized.  They split their stock and are buying some back.  There is some momentum on the release of new products.  Don’t buy because it is close to all time highs.  The old tech stocks are rather mature so she recognizes that much of their growth is behind them.  Social media stocks are hard to buy for a value investor.


Price:
$95.350
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-07-04 COMMENT Paul Harris, CFA

Google (GOOGL-Q) or Apple (AAPL-Q)? Given this choice, he would pick Google. On a balance sheet level, etc., they are very similar. Google is a software company whereas Apple gets about 60% of their revenue off of one product, the iPhone. There has not been a real product from them for a long, long time. Also, this company has gone up a lot more, but that has to do more with financial engineering, as opposed to anything else.


Price:
$94.030
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2014-07-03 TOP PICK Brian Acker, CA

They did the stock split.  20% upside to get to its model price.  iPhone 6 is coming with two different sized screens.  He already got in.  It is consolidating here.


Price:
$94.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-07-03 COMMENT Barry Schwartz

Believes this is as good a company as many others and should trade at a premium to the S&P 500 multiple on earnings. $115-$120 is where fair value is. Good things happen to companies that generate this much free cash flow.


Price:
$94.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-30 WATCH Bill Carrigan

Compared this with the QQQ-Q on a 3-year chart, and it showed Apple as a huge Outperform in 2012. Gap was closed in 2013, but is now again trying to outperform. Keep an eye on that peak in 2012, which seems to be the target for it. He would be careful. It could be a double top. You want it to clear the high of 2012, by at least 5% on a weekly basis, to confirm that it has broken out to new highs.


Price:
$92.930
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2014-06-25 COMMENT Michael Bowman

Thinks they are really changing their whole structure. Took over the music thing of Dr. Dre about a month ago. They are forming into some kind of an entertainment company, and is completely different than it was a year ago. They are now paying a dividend, and we have always known that when it comes to tech companies paying dividends; it means they don’t know what to do with their cash. Maybe there is not a big R&D component anymore.


Price:
$90.360
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2014-06-24 HOLD Stan Wong

It is his longest holding.  It is cheaper than 90% of the S&P market.  They are getting into music streaming.  The stock can continue to do well, although not a 30% grower – more like 10-15% growth.  Two new phones coming out could be a catalyst.  The iWatch should help also.  Continue to hold it until the new phones come out at least.


Price:
$90.280
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-06-18 HOLD Rick Stuchberry

It appears that it just wants to keep chugging along. Great company and good products.


Price:
$92.180
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH on EMERGING MARKETS
Owned:
No
2014-06-17 BUY Christine Hughes

More of a value kind of stock and is with the Microsofts (MSFT-Q), Intels (INTC-Q), etc. Not an expensive valuation. They have been doing some financial engineering such as issuing bonds, paying dividends and buying back stocks.


Price:
$92.080
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-06-16 COMMENT Alex Ruus

(Market Call Minute.) He is a Seller. Had a nice rebound after its troubles last year. He questions how big they can get and how long they can sustain the margins they are generating today


Price:
$92.200
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-06-06 BUY Don Lato

Stock is splitting on Monday, and he sees no reason to buy it today because of that. The company has tremendous potential. Just unveiled some new software that he thinks will keep people further and further into the whole of the Apple system. Have increased compatibility among their devices. There are rumours today that iWatch has started for a September release, and it is almost inevitable that we are going to see a larger iPhone 6 in September/October, which will be a boon for their Christmas sales.


Price:
$645.570
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-06-02 TOP PICK John O'Connell, CFA

Forgetting about the balance sheet strength that they have, people are focused that they have no new products. What they do is invest their time and money in trying to think of where new opportunities may be coming, but they make sure their ecosystem and software is cutting edge. That keeps people using their technology and hardware. They are able to attract good talent to develop good products. Continue to innovate and have so many different ways to be part of your daily life. Trading at 14X earnings and is probably going to grow at about 10% per year.


Price:
$628.650
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-05-30 BUY Gordon Reid

Buy more Qualcomm (QCOM-Q) or go to Apple (APPL-Q)? Diversification is always a good thing. What percentage of Qualcomm makes up your portfolio? Without that info, he prefers to give just a broad answer to the question. Apple has lots of legs, and is being driven by a few things including first and foremost, innovation. There has been a lot of talk that innovation is dead at Apple. Looking back to the time between the interaction of the iPod, the introduction of the iPhone, followed by iPad, we are really not out of sync so much. Apple is primed for a very big jump if and when they come out with a product that in any way looks like it comes close to the iPod, iPhone and the iPad. If they do, you will see organic growth in earnings and cash flow and revenues rise dramatically. What will really drive the stock is that the multiples will rise because the confidence of the investors will rise to the point that they will be willing to pay more per $ of earnings, being a P/E ratio. Right now the P/E ratio on Apple is quite muted and could rise 25%, 30%, 50%.


Price:
$633.000
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-05-29 TOP PICK Brian Acker, CA

This stock has gone nothing, but up since the announcement of the 7 for 1 stock split. By doing this stock split, the company has increased his model price by $120 billion.


Price:
$635.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-05-27 COMMENT Keith Richards

This stock has been fantastic. Formed a little bit of a base in 2013 and then broke out. Since then it has been in a very nice uptrend. Technically speaking, the stock looks fantastic. There is a lot of probability of it going to $700 again.


Price:
$625.630
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2014-05-26 HOLD Hap (Robert) Sneddon FCSI

A 7 for 1 stock split takes effect quite soon. Usually these don’t have much more than a temporal affect on stocks. The one thing that is really clear on the chart is that it is going up and to the right. This is what you want to see. Relative Strength is up there at 80 and the MACD is still positive. A little bit pricey. He has seen some price targets $650-$675-$700, so we’re getting close to the ballpark. If you are late to the game, you better be a 30 day investor/day trader.


Price:
$614.130
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-21 COMMENT Barry Schwartz

Thinks $750 is the base value of what the company is worth, excluding cash on the balance sheet. You just have to give them time. Their competition is falling by the wayside.


Price:
$606.310
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-30 COMMENT Gordon Reid

Announced a stock buy back, increased the dividend and did a stock split of 7 for 1 which has given people some confidence the company is going to listen to those who want them to outline a capital allocation or a philosophy/strategy that will be shareholder and stakeholder friendly. This has given the stock some confidence. What matters here are new products. We can talk about how many phones they have sold, etc. but this is not the most important thing. New innovation and its acceptance by the public is the most important thing.


Price:
$590.090
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 TOP PICK John O'Connell, CFA

He is excited that there are new products later this year that will move the needle.  IPhone 6, for example.  IPhone watch is going to come out.  It will be popular.  New Ipads and new Macbook.  Technology in the phone will become an important part of payment technology.


Price:
$521.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-10 TOP PICK Don Lato

Valuation is still compelling.  The big knock lately was no new products.  But with an increased R&D budget for the last several years and the greatest engineering team in the world, he believes we will see something before the end of the year.


Price:
$523.480
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-03-10 PAST TOP PICK David Baskin

(A Top Pick Feb 19/13. Up 18.21%.) This is still a tremendous franchise trading at a really low price. If you take the cash off per share, it is trading at around 9X earnings. He sees this being worth $700-$800.


Price:
$530.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on COMMODITIES
Owned:
Yes
2014-02-21 BUY Colin Stewart

It is a really hated stock.  Generates a lot of cash flow.  8 times earnings so it represents great value.  You need some innovation and new products for it to move.  It’s hard to know exactly when that is going to happen.  Thinks it will be in the next 12 to 24 months.


Price:
$525.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Unknown
2014-02-14 COMMENT Michael Simpson, CFA

There was a dip, but it recovered quite nicely. They were busy buying back shares. His issue with this company is what is their next leg. If they penetrate the Chinese market, he wants to know what kind of margin they’ll get and the type of phone they will have.


Price:
$543.990
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2014-02-06 COMMENT Mike S. Newton, CIM FCSI

Has been a little disappointed in the last couple of months. The issue he has is that everybody just focuses on the iPhone numbers now. They are not realizing there is a strong franchise under their very loyal clientele. They need to step it up with some advance product announcements in the near-term. Expects this will be pretty quiet for 4-5 months and you’ll collect a nice dividend.


Price:
$512.510
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2014-01-30 DON'T BUY Darren Sissons

Not a huge fan of this company. Don’t confuse a good company with a good product. The growth of the company has been so large for such a relatively short period of time that expectations are such that this will continue. Feels there is more downside here longer-term.


Price:
$499.782
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2014-01-29 TOP PICK Gordon Reid

Turning out a ton of cash. 30% of their market cap right now is in cash and will be 40% within 2 years. They are going to have another kick at the can with a refresh cycle with iPhone 6. Upgrades will be close to double what it was for iPhone 5. In China, with China Mobile, they have just scratched the surface. They are in 16 cities there and by the end of the year they say they are going to be in 300. With all that said, the investment in this company is in innovation. 2.44% yield.


Price:
$500.750
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-01-23 COMMENT David Burrows

Feels the numbers are possibly quite good both from the iPad side and from the iPhones. Consumer technology is behaving pretty well. This is one that you could own. It will be hard to have a huge win out of it. They have a tough act to follow and it will be hard for them to re-create the growth that they have had over time. Expects there are better spots to be invested in.


Price:
$556.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-01-22 BUY Brian Huen

A bigger position in his funds.  Likes the fundamentals of the company.  Lots of cash flow and continue to innovate.  He believes the company has way too much cash and it should go to dividends.  M&A has been a pretty spotty strategy for the Apple.  They are an innovation company.  If you get an apple device in people’s hands they start buying the other products.


Price:
$551.510
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH US ECONOMY
Owned:
Yes
2014-01-21 COMMENT John O'Connell, CFA

4th quarter is becoming more cyclical for all the phone companies, so there is a good chance that the next quarter coming up could be a little bit weaker. Offsetting that will be the positive impact and the look-through as to what is going on with China Mobile and their sales. Another catalyst for this stock will be the new i-Watch they will be releasing.


Price:
$549.070
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-09 PAST TOP PICK David Baskin

(A Top Pick Dec 20/12. Up 5.63%.) Surprised it hadn’t done better. Still believes in the stock and that it should be trading closer to $600 a share.


Price:
$536.519
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-01-06 COMMENT Larry Berman CFA, CMT, CTA

When shares are bought back, pushed by activists, it often does not work.  Typically share buy backs are positive. 


Price:
$543.930
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2014-01-02 PAST TOP PICK Gordon Reid

(A Top Pick Dec 19/12. Up 7.73%.) Thinks there are a lot of exciting things happening for 2014. The biggest and most important are new products. We need another wild product and if we get it the stock is going to do extremely well. Not only will earnings, revenues grow, but there will be a revision of the multiples upward. These are the 2 things that really drive stock prices. Carl Eichorn is pushing for a stock buyback, so capital allocation is a possible catalyst for a higher price. Also China Mobile is going to add a lot of units, which is another support under the stock.


Price:
$553.130
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-23 BUY Barry Schwartz

This stock could see some significant up move in 2014. China Mobile helps and there are new products that are definitely on the way in 2014. Sees improving demand for smart phones. For every phone sold, only 30% of them are smart phones globally. Valuation is cheap and you are not paying a lot for earnings. Doing all the right things.


Price:
$570.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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1 Comment

Frodo

October 23rd 2012 at 12:33am

I don't understand why the experts keep saying this is a cheap company. The stock is over $600 per share. That's not cheap!


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